a Sagan program ยท currently in private beta

Tree Care Lead Intake Agent

Every non-phone inquiry becomes an ArboStar lead with name, phone, address, scope, and an FAQ response ready for approval or automatic send within one minute instead of fifteen.
before

Office manager logs into Google LSA dashboard, Vercel form admin, and email inbox separately. Reads each inquiry (3-5 min per lead), types a response using arborist knowledge, sends it, and manually enters lead data into ArboStar. Call team cannot monitor non-phone leads while handling live calls. 15+ minute response time hurts Google LSA ranking. Some leads fall through the cracks.

after

All non-phone leads appear in one dashboard. The agent extracts structured data, generates responses, and routes based on confidence. 80% of leads get sub-1-minute replies automatically. Remaining 20% queue for one-click approval. Every lead syncs to ArboStar with name, phone, address, and scope pre-filled. Call team focuses on live phones and complex inquiries. Google LSA response time improves. No leads are missed.

tree care services / field services / home services / lead intake / response automation / multi-channel routing / Google Local Service Ads / ArboStar / Twilio / SendGrid / Mailgun / Hatch /  tree care services / field services / home services / lead intake / response automation / multi-channel routing / Google Local Service Ads / ArboStar / Twilio / SendGrid / Mailgun / Hatch / 
the problem

Non-phone leads fall through the cracks while Google penalizes your response time

Tree care operators receive 35+ daily inquiries across Google Local Service Ads, website forms, and after-hours emails.

01
Response time penalty

Google Local Service Ads ranking drops when response time exceeds 15 minutes. Current coordination loadflow takes 15+ minutes per lead.

02
Scattered inboxes

Google LSA messages, website forms, and AnswerForce emails arrive in three separate places. No unified view of total lead capture.

03
Team capacity drain

Manual triage burns 12-20 hours per week while call takers handle live phones. Non-phone leads get deprioritized or skipped.

the math, if you want to look

Consolidate 35 daily leads into one dashboard. Respond in under one minute for 80% of inquiries.

proof 01
Sub-1-minute response for 80% of leads

High-confidence responses send automatically within seconds instead of 15+ minutes. Improves Google LSA ranking and customer perception.

proof 02
Unified lead inbox

All non-phone inquiries appear in one dashboard. No more context-switching between Google LSA, Vercel form admin, and email. Call team sees everything at once.

proof 03
Frees 12-20 hours per week

Office manager and call team stop manually typing responses. 80% automation rate eliminates repetitive triage work.

proof 04
Structured data for sales follow-up

Every lead arrives in ArboStar with name, phone, address, and scope extracted. Sales reps can immediately assess and prioritize without reading raw messages.

This agent reads Google Local Service Ads messages, website form submissions, and after-hours email summaries. It extracts customer name, phone, address, and scope of work automatically. It generates FAQ-based responses using your arborist knowledge base. Responses with 80%+ confidence send immediately via text and email. Responses below 80% confidence queue for one-click human approval. Every processed lead syncs to ArboStar so your sales team follows up without manual data entry.

how it works

How the agent handles your non-phone leads

The agent consolidates leads from three sources, extracts structured data, generates responses using your FAQ knowledge base, and routes based on confidence scoring.

step 01
Consolidate leads from three sources

Google Local Service Ads messages, website form submissions, and AnswerForce after-hours email summaries arrive in a single unified dashboard. No more checking multiple platforms.

step 02
Extract structured lead data

The agent reads each inquiry and pulls out name, phone, email, address, city, zip code, and scope of work. Validates phone numbers and email addresses. Flags missing critical fields.

step 03
Generate FAQ-based response

The agent checks the inquiry against your FAQ knowledge base (oak season restrictions, service types, pricing guidance, service area coverage, scheduling, emergency availability, ISA-certified arborist qualifications). Generates a professional response matching how your team talks to customers.

step 04
Score confidence and route

The agent self-assesses response quality on a 0-100% scale. Responses at 80%+ confidence send automatically. Responses below 80% queue for your call team to review and approve with one click.

step 05
Send dual-channel replies

Every lead gets both an immediate text or message reply (via the original channel) and an email follow-up. Maximizes engagement and provides multiple contact paths.

step 06
Sync to ArboStar

All processed leads post to ArboStar CRM with structured data. Your sales team follows up using existing workflows without manual data entry.

ai agent · estimator console inputs transform outputs public preview
inputs
Google Local Service Ads messages +

Customer messages from Google search results. Arrive via third-party webhook service (Hatch, LeadTruffle) or email monitoring. Include customer name, message text, and optional phone number.

Website form submissions +

Inquiries from your Vercel form. Include name, email, phone, zip code, and service type dropdown. Arrive via webhook or database access.

AnswerForce after-hours email summaries +

Email summaries from your answering service. Include timestamp, caller name, phone number, and message details. Arrive at your customer service email inbox.

FAQ knowledge base +

Your arborist expertise captured as Q&A pairs. Covers oak season restrictions, service types, pricing guidance, service area boundaries, scheduling, emergency availability, and ISA-certified arborist qualifications.

transformation
Ingest from multiple sources +

Read Google LSA messages, website form submissions, and AnswerForce emails. Deduplicate by phone number within 30-minute window to avoid duplicate records.

Extract structured data +

Parse each inquiry and pull name, phone, email, address, city, zip, and scope of work. Validate phone and email. Normalize addresses using zip code lookup. Categorize scope into standard service types (trimming, removal, stump grinding, emergency, consultation).

Generate response using FAQ +

Send lead details and FAQ knowledge base to language model. Model generates professional response matching your company voice. Response addresses customer inquiry and provides next steps (book consultation, confirm service area, etc.).

Score response confidence +

Model self-assesses response quality on 0-100% scale. High confidence = FAQ perfectly matches inquiry and all required data present. Low confidence = FAQ partially matches OR inquiry has unusual details OR missing critical data.

Route based on confidence threshold +

Responses at 80%+ confidence move to auto-send queue. Responses below 80% move to human review queue with suggested draft, extracted data, and confidence reasoning.

Send dual-channel replies +

Auto-approved responses send immediately via text or message reply (same channel as original inquiry) and email follow-up. Human-approved responses send after call team clicks approve button.

Sync to ArboStar CRM +

After response is sent, post lead data to ArboStar API with name, email, phone, address, city, state, zip, and scope of work. Tag with lead source (Google LSA, website form, AnswerForce).

outputs
Unified lead dashboard +

Single view of all non-phone inquiries from three sources. Shows extracted data, generated response, confidence score, and status (auto-sent, pending review, sent).

Auto-sent responses +

Text or message reply sent immediately to customer via original channel. Email follow-up sent with company branding, links, and signature.

Human review queue +

Pending responses below 80% confidence. Call team sees original inquiry, extracted data, suggested response, and confidence reasoning. One-click approve, edit, or reject.

ArboStar lead records +

Structured lead data posted to your CRM with name, email, phone, address, scope of work, and source tag. Sales team follows up using existing ArboStar workflows.

Response audit trail +

Log of all auto-sent and human-approved responses with timestamp, confidence score, and response text. Enables post-review of quality and FAQ refinement.

draft ready for estimator review _
tech used
Google Local Service Ads webhook integrationArboStar API for lead creationTwilio for SMS repliesSendGrid or Mailgun for email follow-upLLM-based response generation with FAQ knowledge base
tool alternatives
LeadTruffle or PrimeLSA instead of Hatch for Google LSA webhook deliveryEmail monitoring instead of webhook service for Google LSA (slower but no third-party dependency)Mailgun instead of SendGrid for transactional email
honest qualification

Is this for you?

built for you if
  • + Tree care companies with 4+ person call teams - Your call team prioritizes live phones but non-phone leads need fast responses. This agent handles the non-phone volume so your team stays focused on high-intent calls.
  • + Operators using Google Local Service Ads - Google penalizes slow responders. This agent targets sub-1-minute response time to improve your LSA ranking and lead quality score.
  • + Companies with ArboStar CRM - This agent syncs directly to ArboStar API. Your sales team gets pre-filled lead records without manual data entry.
  • + Operators with documented FAQ knowledge - This agent works best when you can provide call recordings and domain expertise to build a FAQ knowledge base. Arborist-specific responses require arborist-specific training data.
  • + Teams managing 20+ daily non-phone inquiries - The time savings scale with volume. At 35 daily leads, you free 12-20 hours per week. At 50+ leads, savings are even larger.
not for you if
  • - Companies that want to replace live phone answering - This agent handles non-phone leads only. Live phone calls still require human call takers. If you want voice agent for overflow calls, that is a separate Phase 2 build.
  • - Operators without a CRM or using non-API CRMs - This agent syncs to ArboStar via REST API. If you use a different CRM without API support, you will need a custom integration or email fallback.
  • - Teams that cannot provide FAQ training data - Response quality depends on your FAQ knowledge base. If you cannot provide call recordings or domain expertise to build the FAQ, the agent will generate generic responses with low confidence scores.
  • - Companies with fewer than 10 daily non-phone leads - The time savings may not justify the build cost. Manual triage at low volume is faster than setting up integrations and maintaining the agent.
pricing

Scoped build plus usage-based runs

to build

This agent is a custom build tailored to your lead sources, FAQ knowledge base, and ArboStar integration. Pricing includes initial build, prototype approval, FAQ knowledge base gathering, and integration testing. After launch, you pay per lead processed based on API calls to your language model and CRM.

then
  • Build cost covers design, development, testing, and deployment to Railway.
  • FAQ knowledge base gathering requires a domain expertise session with you (1-2 hours) to extract arborist knowledge from call recordings and Q&A.
  • Usage cost scales with lead volume. At 35 daily leads (1,050 per month), expect minimal monthly API spend.
  • Includes 30 days of post-launch support for integration troubleshooting and FAQ refinement.
FAQ
Will this agent replace our live phone answering?

No. This agent handles non-phone leads only: Google Local Service Ads messages, website forms, and after-hours emails. Your call team continues answering live phones, which correctly remain your highest priority. The agent frees your team to focus on live calls by automating the non-phone volume.

How fast will leads get responses?

High-confidence responses send within seconds, typically under one minute. Responses below 80% confidence queue for your call team to review and approve with one click, then send immediately. This replaces your current 15+ minute manual response time and improves your Google LSA ranking.

What happens if the agent is not confident in a response?

Responses below 80% confidence automatically queue for your call team to review. You see the original inquiry, extracted customer data, the suggested response, and the confidence reasoning. One click approves and sends, or you can edit before sending. Nothing goes out without your approval.

Does every lead go into ArboStar automatically?

Yes. After a response is sent (either auto-sent or human-approved), the lead syncs to ArboStar with name, phone, email, address, and scope of work pre-filled. Your sales team follows up using your existing ArboStar workflows without manual data entry.

What if a customer provides incomplete information?

The agent extracts whatever data is available and flags missing critical fields like phone number or address. Leads with missing data queue for your team to review and gather additional information before responding or syncing to ArboStar.

How does the agent know what to say about oak season or pricing?

The agent uses an FAQ knowledge base built from your arborist expertise. After we approve the prototype, we'll gather your FAQ through a domain expertise session using call recordings and your knowledge of oak season restrictions, service types, pricing guidance, service area boundaries, and scheduling. The agent checks every inquiry against this FAQ before generating a response.

What sources does the agent consolidate?

The agent pulls leads from three sources into one dashboard: Google Local Service Ads messages, website form submissions, and AnswerForce after-hours email summaries. No more checking multiple platforms or missing leads.

How much time will this free up for our team?

At 35 daily non-phone leads, you free 12-20 hours per week. Your office manager stops manually logging into three platforms and typing responses. Your call team focuses on live phones and complex inquiries instead of triage. The time savings scale with volume: more leads means more hours freed.

next step

Ready to consolidate your leads and respond in under one minute

This agent frees your team from manual triage, improves your Google LSA ranking, and ensures no leads fall through the cracks. Let's build it.